| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 800 | $8,448 | $8,248 | -$200 | -2.37% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 205,552 | $2.18M | $2.14M | -$41,109.21 | -1.89% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 603,608 | $6.2M | $6.29M | $90,458.69 | 1.46% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 99,250 | $989,981.54 | $1.03M | $44,203.46 | 4.47% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 1.25M | $12.69M | $12.6M | -$94,782.85 | -0.75% |
Joseph Castro Nuveen LLC | 18,694 | $186,192 | $194,417.6 | $8,225.6 | 4.42% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 22,174 | $267,975.44 | $223,957.4 | -$44,018.04 | -16.43% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 292 | $2,879.12 | $2,949.2 | $70.08 | 2.43% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 231,002 | $2.81M | $2.33M | -$480,744.1 | -17.08% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 10,948 | $104,101.38 | $110,574.8 | $6,473.42 | 6.22% |
Tracy A. Zullo Zullo Investment Group Inc. | 13,500 | $142,155 | $136,350 | -$5,805 | -4.08% |
Michael Schneck Gridiron Partners LLC | 27,029 | $273,533.48 | $272,992.9 | -$540.58 | -0.2% |
| LWL Leo Wealth LLC Leo Wealth LLC | 319,284 | $3.2M | $3.22M | $26,845.15 | 0.84% |
Jim Clark Worth Asset Management LLC | 50,005 | $520,552.05 | $505,050.5 | -$15,501.55 | -2.98% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 37,360 | $375,468 | $377,336 | $1,868 | 0.5% |
Charles Mattingly Leading Edge Financial Planning LLC | 10,203 | $108,152 | $105,192.93 | -$2,959.07 | -2.74% |
Courtney Holt Compound Planning, Inc. | 16,796 | $170,031.98 | $169,639.6 | -$392.38 | -0.23% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,326 | $122,456.72 | $124,492.6 | $2,035.88 | 1.66% |
Teresa Douberly Burford Brothers, Inc. | 46,421 | $447,677.41 | $468,852.1 | $21,174.69 | 4.73% |
Owen McCabe Tyche Wealth Partners LLC | 78,648 | $780,645.89 | $810,860.88 | $30,214.99 | 3.87% |